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Essential Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Essential Planning’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55,832
Closed -$5.57M – 189
2024
Q4 		$5.57M Buy
+55,832
New +$5.57M 0.04% 112